Latin American ETFs Emerge as 2025’s Structural Play Amid Global Divergence
Latin American ETFs are rewriting emerging market investment theses in 2025, combining deep-value equity discounts with unrivaled dividend yields. The region now trades at historic valuation gaps versus the S&P 500 – a dislocation sharpened by its dual role in nearshoring and critical mineral dominance.
Mexico's manufacturing boom anchors a supply chain realignment as lithium and copper reserves position LatAm as the battery metals epicenter. This fundamental shift transcends cyclical commodity exposure, creating institutional-grade opportunities in locally listed ETFs.